Replies to post #743 on AMD strictly moderated (AMD)

[wbmw]

Re: so this is the turnaround moment? From here on AMD stockprice will decline and INTC stockprice will rise?

No one can be expected to tell you the exact moment of the reversal, but it should be enough that people are telling you to expect one eventually. You've heard the facts, and you've seen plenty of speculation on the future roadmaps. If you believe that Intel is better positioned than AMD, the question isn't whether you should change positions, but *when*. For me, I am looking at Jan 2007 puts on AMD, while holding my INTC position. I have not set a specific date for this move, but I have said I would post when I do it. If you are thinking of a similar strategy, or even a different strategy, I'd love to hear your thoughts. This is an investment forum, after all, and bears and bulls should feel comfortable discussing strategies without letting the emotion of the stock make either side feel overly uncomfortable.